Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
4.79%
6 Months
−1.81%
13.10%
1 Year
5.85%
18.11%
3 Years
8.65%
14.56%
5 Years
7.90%
8.71%
Since Inception
16.09%
13.67%
Fund Age
16 yrs 4 mo
11 yrs 2 mo
AUM
₹22.08 Cr
₹138.06 Cr
Alpha – 1 Year
6.20%
18.46%
Alpha – 3 Years
−0.35%
5.57%
Information Ratio – 3 Years
0.11
0.62
Volatility – 1 Year
17.32%
22.83%
Volatility – 3 Years
15.11%
16.72%
Beta – 1 Year
0.79
1.29
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.10
0.61
Sharpe Ratio – 3 Years
0.36
0.55
Worst Rolling Year
0.88%
-8.44%
Value at Worst Rolling Year
₹1.01 Cr
₹0.92 Cr
Deepest Drawdown
−17.79%
−17.10%
Recovery Period
297 days
115 days
1-Year Rolling Windows Positive
99.98%
92.53%
Median Rolling Year
18.31%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 38% · M 14% · S 45%
Number of Stocks
37
18
Portfolio P/E
45.09
38.70
Top 5 Holdings
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%